Pete Sessions Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 53 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$4.1M

2008 annual disclosure

Total Assets

$2.5M - $5.7M

53 assets

Total Liabilities

0 liabilities

Total Trades

537

From PTR filings

Trade Volume

$18.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$4.1M
2009	$3.3M
2009	$2.7M
2010	$6.5M
2011	$4.3M
2012	$323K
2013	$195K
2013	$381K

Assets by Category

Retirement & Pension$2.1M (14)

Bank & Cash$850K (7)

Stocks$651K (23)

Gov. Securities$408K (2)

Mutual Funds$65K (5)

Other$41K (2)

Top Stock Holdings (from trades)

AT&T Stock - ComputershareT

$550K

AT&T Stock Savings Plan (Not self Directed)T

$525K

Johnson & JohnsonJNJ

$471K

BlackRock Utilities, Infrastructure & Power Opportunities TrustBUI

$440K

Verizon Communications Inc.VZ

$430K

Apple Inc.AAPL

$382K

All Assets (53)

Asset	Type	Owner	Value	Income
Community Non-Retirement Select Stock Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
AT&T(T)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
AT&T(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T 401(k) - AT&T Stock(T)	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
AT&T 401(k) - Fidelity International Stock	Retirement & Pension	Spouse	$250,001 - $500,000	None
AT&T 401(k) - Fidelity Large Cap Stock	Retirement & Pension	Spouse	$50,001 - $100,000	None
AT&T 401(k) Fidelity Mid and Small Cap Stock	Retirement & Pension	Spouse	$100,001 - $250,000	None
AT&T 401(k) Stable Value	Retirement & Pension	Spouse	$100,001 - $250,000	Interest $201 - $1,000
AT&T 401(k) Total US Stock Index	Retirement & Pension	Spouse	$100,001 - $250,000	None
AT&T Paysop Pension Plan (Not Self Directed)(T)	Retirement & Pension	Spouse	$1 - $15,000	Dividends $201 - $1,000
AT&T Qualified Pension Benefit (Not Self Directed)(T)	Retirement & Pension	Spouse	$500,001 - $1,000,000	None
AT&T Stock Options, Exercised(T)	Stocks	Spouse	N/A	Capital Gains/Dividends $100,001 - $1,000,000
AT&T Stock Options, Not Currently Exercised(T)	Stocks	Spouse	$50,001 - $100,000	None
Ameriprise Savings Plan (Not Self Directed)	Retirement & Pension	Spouse	$100,001 - $250,000	Dividends/Capital Gains $5,001 - $15,000
Bellsouth	Stocks	Spouse	N/A	None
Burlington Northern	Stocks	Spouse	N/A	Dividends/Capital Gains $2,501 - $5,000
Burlington Northern - IRA	Retirement & Pension	DC	$15,001 - $50,000	None
Cannon	Stocks	DC	N/A	Dividends/Capital Gains $2,501 - $5,000
Citigroup Inc(C)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Citigroup Inc(C)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Citigroup Inc. - IRA(C)	Stocks	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Congressional Credit Union	Bank & Cash	Joint	$50,001 - $100,000	Interest $1 - $200
Countywide SavingsLink	Bank & Cash	Spouse	$500,001 - $1,000,000	Interest $5,001 - $15,000
Dallas Telco CU	Bank & Cash	Joint	N/A	Interest $1 - $200
Dreyfus Intermediate	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil(XOM)	Stocks	DC	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
Exxon Mobil(XOM)	Stocks	DC	$50,001 - $100,000	None
Exxon Mobil - IRA(XOM)	Stocks	DC	N/A	Dividends/Capital Gains $5,001 - $15,000
ExxonMobil(XOM)	Stocks	DC	$100,001 - $250,000	Dividends $1,001 - $2,500
Federal National Mortgage Association(FNMA)	Stocks	DC	$50,001 - $100,000	Interest $1,001 - $2,500
Global Santa Fe(GSF)	Stocks	Spouse	N/A	Capital Gains $15,001 - $50,000
IRA-American Century Select	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
IRA-Cannon	Retirement & Pension	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
IRA-US Treasury Bonds	Gov. Securities	Spouse	$15,001 - $50,000	None
IRA - US Treasury Bonds	Gov. Securities	DC	$250,001 - $500,000	None
Lighting Science(LSCG)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Lincoln Life - IRA	Retirement & Pension	DC	$50,001 - $100,000	Dividends $201 - $1,000
Magellan Midstream(MMP)	Stocks	DC	$15,001 - $50,000	None
Oppenheimer Investments Value Fund A	Mutual Funds	Joint	$1,001 - $15,000	Capital Gains $1 - $200
PepsiCo(PEP)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
PepsiCo(PEP)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Stephens Money Market	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Stephens Money Market	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Stephens Money Market	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Transocean(RIG)	Stocks	Spouse	$15,001 - $50,000	None
USAA Annuity	Other	DC	$1,001 - $15,000	None
USAA Annuity	Other	DC	$15,001 - $50,000	None
USAA Money Market	Bank & Cash	Joint	$1 - $1,000	Interest $1 - $200
USAA Tax Exempt	Mutual Funds	Joint	$1,001 - $15,000	Interest $1 - $200
USAA TXE-LT	Mutual Funds	DC	$15,001 - $50,000	Dividends $1 - $200
Valero Energy(VLO)	Stocks	DC	$15,001 - $50,000	None
Valero Energy(VLO)	Stocks	Joint	$15,001 - $50,000	None
Valero Energy - IRA(VLO)	Retirement & Pension	Joint	$15,001 - $50,000	None

Trading Sector Allocation (from PTR trades)

Communication Services$2.2M

Real Estate$336K

Energy$827K

Technology$1.5M

Healthcare$1.3M

Financial Services$1.4M

Consumer Defensive$844K

Basic Materials$203K

Industrials$912K

Utilities$553K

Consumer Cyclical$629K

Insurance$8K

Services$81K

Retail Trade$170K

Manufacturing$24K

Banking$65K

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).